热门"光伏股"集体提示风险 近期，"太空光伏"概念大热，A股市场相关个股持续走高，风险提示也接踵而至。据《金融时报》记者 不完全统计，仅2月4日晚间，便有约7只相关概念股发布股票交易异常波动或风险提示公告。 2月3日、4日，国晟科技（603778）连续两个交易日涨停。国晟科技在公告中称，公司股票于2月2日至4 日连续三个交易日内收盘价格涨幅偏离值累计超过20%。公司目前不涉及太空光伏业务，敬请广大投资 者注意二级市场交易风险，理性决策，审慎投资。 此次行情急剧反转，主要源于两方面力量给市场带来迅速"降温"：一方面，在前一日（2月4日）大涨 后，包括晶科能源、双良节能（600481）等在内多家相关上市公司连夜发布公告，密集澄清市场传闻， 提示业务不确定性；另一方面，2月4日，中国光伏行业协会执行秘书长刘译阳在接受媒体采访时明确表 示，目前，太空光伏技术仍处于探索和验证的初期阶段，确定明确的技术方向为时尚早。行业对新技术 的追捧，更多停留在券商研报和资本运作层面。 2月5日，A股光伏板块遭遇重挫，多只热门概念股大跌。BC（背接触）电池、CPO（光模块）、太空光 伏等概念指数跌约5%，市场行情在一天内从火热爆炒急速 ...

Group 1 - The A-share photovoltaic sector experienced a sharp decline, with several popular concept stocks dropping approximately 5% as the market shifted from a heated phase to a "cooling period" [1] - The rapid market reversal was primarily driven by two factors: the release of announcements by multiple listed companies clarifying business uncertainties and a statement from the China Photovoltaic Industry Association indicating that space photovoltaic technology is still in the early stages of exploration and verification [1][2] - On February 4, around seven related concept stocks issued announcements regarding abnormal trading fluctuations or risk warnings [2] Group 2 - Guosheng Technology clarified that it does not engage in space photovoltaic business, despite recent stock price fluctuations, and warned investors about market risks [3] - Jinjing Technology reported a projected net loss of approximately 560 million yuan for 2025 and indicated that its TCO glass revenue is currently a small portion of its total income [4] - Shuangliang Energy stated that it has not confirmed any revenue related to commercial space projects and emphasized the uncertainties surrounding the commercialization of space photovoltaic technology [5] Group 3 - Jingsheng Mechanical and JinkoSolar both noted that space photovoltaic technology is still in the initial exploration phase, with significant uncertainties in the industrialization process [6][7] - Tian Tong Co. announced that it does not produce light module products and warned investors about the risks associated with market speculation [8] - The market buzz around space photovoltaic concepts was fueled by rumors of SpaceX's team visiting several Chinese photovoltaic companies, which led to stock price surges [9] Group 4 - The China Photovoltaic Industry Association emphasized the importance of mature and replicable manufacturing capabilities for the successful commercialization of new technologies [10] - The association encouraged Chinese photovoltaic companies to leverage their advantages in manufacturing to seek partnerships with leading global commercial space enterprises [11][12]

Core Viewpoint - The recent excitement in the photovoltaic sector, particularly regarding "space photovoltaics," has been tempered by multiple companies denying any concrete collaborations with Elon Musk's team, highlighting the uncertainty surrounding the commercialization of this technology [2][3][5]. Group 1: Market Reaction - As of February 5, the Wind Photovoltaic Index fell by 4.56%, with several stocks, including Aotwei and Maiwei, dropping over 10% [2]. - Following initial reports of potential collaboration with Musk's team, JinkoSolar saw a 20% surge in stock price, but later clarified that no formal agreements or orders exist [3][4]. Group 2: Company Announcements - Multiple companies, including JinkoSolar and Shuangliang Energy, issued announcements stating they have not engaged in any space photovoltaic projects and that the technology remains in the exploratory phase [3][4]. - Guosheng Technology and High Measurement Co. also confirmed they have not initiated any space photovoltaic-related business or partnerships [4]. Group 3: Industry Insights - Industry experts emphasize that space photovoltaic technology is still in its early stages, with significant uncertainties regarding its commercialization [5][6]. - The current leading material for space photovoltaics is gallium arsenide (GaAs), which, despite its high efficiency, has a cost of approximately 1000 RMB per watt, making it economically unfeasible for large-scale deployment [6]. - The cost of electricity generated from space photovoltaics is estimated to be 2-3 USD per kilowatt-hour, significantly higher than the 0.03-0.05 USD per kilowatt-hour for ground-based photovoltaics, raising concerns about its economic viability [6].

Core Viewpoint - The recent interest in space photovoltaic technology has led to significant stock price fluctuations in the solar industry, but many companies have clarified that they have not engaged in any concrete projects with Elon Musk's team, highlighting the uncertainty surrounding the commercialization of space photovoltaic technology [2][4][9]. Group 1: Market Reactions - As of February 5, the Wind Photovoltaic Index fell by 4.56%, with several stocks, including Aotwei and Maiwei, dropping over 10% [2]. - In contrast, the space photovoltaic sector saw a temporary surge, with Jinko Solar hitting a 20% limit-up, alongside TCL Zhonghuan and others [3]. Group 2: Company Announcements - Multiple companies, including Jinko Solar, have issued announcements denying any collaboration with Musk's team, stating that they have not signed any agreements or received orders related to space photovoltaic projects [4][6]. - Dual Energy and Guosheng Technology also clarified that they have not engaged in any space photovoltaic business and that their current operations remain unaffected [5][6]. Group 3: Industry Insights - The space photovoltaic technology is still in the exploratory and verification stages, with significant uncertainties regarding its commercialization [9][10]. - The China Photovoltaic Industry Association emphasized that the development of any technology requires mature manufacturing capabilities and long-term reliability verification [9]. - Current space photovoltaic technologies, such as gallium arsenide (GaAs) and perovskite, face challenges in terms of cost and stability, with GaAs being the mainstream material but prohibitively expensive for large-scale deployment [10]. Group 4: Economic Considerations - The cost of electricity generated from space photovoltaic systems is currently estimated to be 2-3 USD per kilowatt-hour, significantly higher than the 0.03-0.05 USD per kilowatt-hour for ground-based photovoltaic systems [10]. - Without a drastic reduction in launch costs and a doubling of photovoltaic efficiency, the economic viability of space photovoltaic technology remains questionable [10].

Core Viewpoint - Multiple companies have denied the existence of executable projects in collaboration with Elon Musk's team, indicating significant uncertainty in the industrialization process of "space photovoltaics" [1][2][3][4][5][6] Company Responses - JinkoSolar (688223.SH) announced that it has not engaged in any cooperation with Musk's team and has no existing orders related to "space photovoltaics," emphasizing that the technology is still in the preliminary exploration stage [2] - Shuangliang Energy (600481.SH) stated that it has not confirmed any revenue related to commercial space projects in the past two years and that the development of related business faces uncertainty [2] - Guosheng Technology (603778.SH) clarified that it does not provide "space photovoltaic" systems and that its products are primarily used in terrestrial power plants [2] - High Measurement Technology (688556.SH) confirmed it has not engaged in any "space photovoltaic" business or collaborations [3] - Jingcheng Machinery (300316.SZ) reiterated that the application scenarios for "space photovoltaics" are still in the exploratory phase, with significant uncertainty in the industrialization process [4] Industry Insights - The "space photovoltaic" technology is still in the early stages of exploration and verification, according to industry experts [5][6] - The mainstream material for space photovoltaics remains gallium arsenide (GaAs), which, despite its high cost, has undergone long-term in-orbit verification [5][6] - Current cost estimates for space photovoltaics are significantly higher than terrestrial photovoltaics, with estimates of $2-3 per kilowatt-hour compared to $0.03-0.05 for ground-based systems [6]

【#多家公司回应太空光伏概念#】#马斯克引爆太空光伏行情#2月4日，A股太空光伏概念强势爆发。太 空光伏指数大涨 5.1%，晶科能源、中来股份20CM 涨停，拓日新能、天合光能、金晶科技等概念股也 大涨。 另据证券时报，2月4日，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光伏企业的传闻，协鑫 集团相关负责人当日晚间回应称，今日马斯克旗下公司团队考察了协鑫集团，该团队对协鑫在美国的颗 粒硅与钙钛矿业务布局进行了了解。 受马斯克团队调研消息影响，今日太空光伏概念股全线走强。（21财经） 国晟科技(603778) 闭市 02-04 15:00:01 16.18 额 13.6亿 股本 6.57亿 市盈 -- 101.96 万得 盘口 换 13.5% 市值 106亿 市净 14.60 +1.47 +9 99% 周K 分时 王日 (0) 17.71 16.06% 15.26 0.00% 12.81 -16.06% 01-29 01-30 02-02 02-03 02-04 双良节能(600481) < C 闭市 02-04 15:00:03 通 融 11.11 额 13.2亿 股本18.74亿 市盈™-15. ...

图片来源：每经媒资库 每经编辑｜黄胜 2月4日，A股太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。盘后，多家上市公司集体发布公告回应。 高测股份（688556.SH）公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司核查，公司目前尚未开展太空光伏相 关业务，未与相关团队开展合作，未签署任何框架性协议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。近期资本市场对"太 空光伏"等概念板块关注度显著提升，相关个股市场表现活跃。当前"太空光伏"仍处于技术探索与地面验证阶段，其商业化路径、成本结构、在轨运维体系 等均存在重大不确定性，尚未形成可规模化落地的产业闭环，产业化进程仍面临较大不确定性。敬请广大投资者理性投资，注意投资风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 封面图片来源：每日经济新闻 晶科能源（688223.SH）2月4日公告，公司股票于2026年2月2日、2月3日、2月4日连续三个交易日内日收盘价格涨幅偏离值累计超过30%，属于股票交易异 常波动的情形。市场传闻，马斯克团队近期秘密走访了中国多家 ...

视频丨王学权 2月4日，A股太空光伏概念强势爆发。太空光伏指数（8841929）大涨 5.1%，晶科能源、中来股份（300393）20CM 涨停，拓日 新能（002218）、天合光能、金晶科技（600586）等概念股也大涨。 2连板双良节能：目前尚未开展太空光伏相关的业务 晶科能源2月4日晚间公告称，公司股票于2026年2月2日、2月3日、2月4日连续三个交易日内日收盘价格涨幅偏离值累计超过 30%，属于股票交易异常波动的情形。市场传闻，马斯克团队近期秘密走访了中国多家光伏企业，公司与马斯克考察团接触。 经核实，截至目前，公司未与相关团队开展任何合作，亦未签署任何框架性协议或正式协议，未有在手订单。目前"太空光 伏"尚处技术初步探索阶段，技术路线尚不确定，且尚未有具体落地可行的项目。 另据证券时报，2月4日，对于埃隆·马斯克旗下SpaceX等团队近日到访中国多家光伏企业的传闻，协鑫集团相关负责人当日晚间 回应称，今日马斯克旗下公司团队考察了协鑫集团，该团队对协鑫在美国的颗粒硅与钙钛矿业务布局进行了了解。 受马斯克团队调研消息影响，今日太空光伏概念股全线走强。盘后，A股多家公司就太空光伏相关业务发布公告： 2连 ...

证券日报网讯 2月4日，国晟科技在互动平台回答投资者提问时表示，融资融券标的股票是由上交所依 据《上海证券交易所融资融券交易实施细则》等相关规定选取并定期动态调整公布，相关情况请关注上 交所官网公布的信息。 （文章来源：证券日报） ...

证券日报网讯2月4日，国晟科技（603778）在互动平台回答投资者提问时表示，公司主营业务包括大尺 寸高效异质结(HJT)光伏电池的研发、生产、销售；异质结(HJT)、TOPCON、PERC等组件的生产与销 售。异质结(HJT)组件主要应用于集中式电站、分布式电站、屋顶电站等场景。截至目前，公司光伏产 品业务未涉及航天卫星领域，未与航天科技（000901）集团等开展合作。 ...